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LMCLX vs OAAYX
LMCLX vs OAAYX Comparison
Open Charts LMCLX vs OAAYX
Miller Income I
Price$8.64
Change+$0.06 (+0.70%)
VolumeN/A
Net Assets166.66M
Invesco Active Allocation Y
Price$15.68
Change+$0.05 (+0.32%)
VolumeN/A
Net Assets1.97B
LMCLX vs OAAYX Comparison Chart in %
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LMCLX vs. OAAYX commentary
Oct 18, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LMCLX is a Hold and OAAYX is a Hold.
FUNDAMENTALS
Fundamentals
OAAYX has more cash in the bank: 1.97B vs. LMCLX (167M). LMCLX pays higher dividends than OAAYX: LMCLX (4.79) vs OAAYX (2.08). LMCLX was incepted earlier than OAAYX: LMCLX (12 years) vs OAAYX (21 years). LMCLX (1.13) is less costly to investors than OAAYX (0.74). OAAYX is a more actively managed with annual turnover of: 43.00 vs. LMCLX (38.00). OAAYX has a lower initial minimum investment than LMCLX: OAAYX (1000) vs LMCLX (1000000). OAAYX annual gain was more profitable for investors over the last year : 8.01 vs. LMCLX (6.52). LMCLX return over 5 years is better than : 67.86 vs. OAAYX (13.12).
| LMCLX | OAAYX | LMCLX / OAAYX | |
| Total Expense Ratio | 0.97 | 0.74 | 131% |
| Annual Report Gross Expense Ratio | 1.13 | 0.74 | 153% |
| Fund Existence | 12 years | 21 years | - |
| Gain YTD | 2.761 | 12.852 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167M | 1.97B | 8% |
| Annual Yield % from dividends | 4.79 | 2.08 | 230% |
| Returns for 1 year | 6.52 | 8.01 | 81% |
| Returns for 3 years | 62.86 | 38.89 | 162% |
| Returns for 5 years | 67.86 | 13.12 | 517% |
| Returns for 10 years | 90.25 | 47.94 | 188% |
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